Paraplanner

About the role

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of the planning process.

Responsibilities

• Contribute to the development and implementation of financial plans for clients
• Support the wealth planning team through financial planning research unique to each client
• Make requests for updates to client documents, records, and information
• Facilitate preparation for client meetings to include client communication
• Assist in data gathering and data entry into software in anticipation of upcoming planning meetings
• Monitor and update client Financial Plans as needed
• Other duties as assigned

Requirements

• Bachelor’s Degree
• A passion for the wealth management industry
• Strong written and verbal communication skills
• Experience with Excel, Word, Outlook, and PowerPoint, with an emphasis on Excel
• Must be highly organized, technically strong, and an enthusiastic, effective team player
• Ability to think strategically and creatively in a fast-paced environment
• Proven ability to self-start, take initiative, work collaboratively, and drive results